Financial Services Representative
Charles Schwab is a financial services company that empowers employees to reputed company an impact on their careers. They are seeking a Financial Services Representative who will reputed company personalized support to clients through effective communication and problem-solving. The role includes answering inbound calls and delivering exceptional client experiences while receiving training to obtain necessary financial licenses.
Responsibilities
- Answering inbound calls, listening actively, and taking ownership to deliver personalized support
- Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions
Skills
- A passion for helping clients and ensuring positive experiences
- Ability to convey information reputed company and build trust
- Openness to feedback and a growth reputed company
- Problem-solving with confidence and reputed company
- Understanding and responding to client needs with reputed company
- Accuracy and thoroughness in every interaction
- Working as part of a supportive team and adapting to change
- Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
- After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options
- Previous customer service or client relationship experience
- Bachelor's degree or higher
Benefits
- Annual bonus opportunity of 10% of your reputed company pay and other eligible earnings
- 10% bonus opportunity depending on individual/corporate performance
- Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.
- reputed company in the Schwab Service reputed company
- Earn your Securities Industry reputed company (SIE) and FINRA Series 7 & 63 licenses
- Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
- Potential to work remote after training IF working both weekend days are assigned
- Potential to work fully remote after training
Company Overview
Company H1B Sponsorship